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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,875 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 836 increasing their positions, 728 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,875
Holders Change
-24
Holders Change %
-1.26%
% of All Funds
25.13%
Holding in Top 10
348
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-6.95%
% of All Funds
4.66%
New
120
Increased
836
Reduced
728
Closed
104
Calls
$20.8M
Puts
$12.9M
Net Calls
+$7.98M
Net Calls Change
-$1.72M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$984M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$668M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$568M
4
BlackRock
BlackRock
New York
+$527M
5
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
+$510M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$479M
2
Raymond James Financial
Raymond James Financial
Florida
-$393M
3
FMI
Factory Mutual Insurance
Massachusetts
-$301M
4
JHU
Johns Hopkins University
Maryland
-$153M
5
Citadel Advisors
Citadel Advisors
Florida
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1026
Objective Capital Management
Ohio
$1.39M -$77.5K -781 -5%
MAM
1027
Milestone Asset Management
Pennsylvania
$1.39M +$925K +9,320 +198%
DWP
1028
Daymark Wealth Partners
Ohio
$1.39M -$46.4K -468 -3%
SP
1029
Sequent Planning
Nebraska
$1.39M +$376K +3,787 +37%
PCM
1030
Presidio Capital Management
California
$1.38M -$27.8K -280 -2%
CFP
1031
Cascade Financial Partners
California
$1.37M -$131K -1,323 -9%
CI
1032
CPR Investments
Michigan
$1.37M +$38K +383 +3%
SCP
1033
Stevens Capital Partners
Nebraska
$1.36M -$416K -4,196 -23%
CRC
1034
Curi RMB Capital
Illinois
$1.36M +$79.2K +798 +6%
AFA
1035
Alpha Financial Advisors
North Carolina
$1.36M +$149K +1,500 +12%
FNT
1036
First National Trust
Pennsylvania
$1.35M +$893K +8,997 +194%
MP
1037
McDonald Partners
Ohio
$1.35M +$1.35M +13,600 New
GPA
1038
Garrison Point Advisors
California
$1.35M -$3.97K -40 -0.3%
WRPWM
1039
Werba Rubin Papier Wealth Management
California
$1.33M +$47.7K +481 +4%
QCM
1040
Quantinno Capital Management
New York
$1.33M +$93.6K +943 +8%
SMA
1041
Sage Mountain Advisors
Georgia
$1.33M -$125K -1,256 -9%
HWM
1042
Horizons Wealth Management
North Carolina
$1.3M +$28.5K +287 +2%
MFG
1043
Mainsail Financial Group
Washington
$1.3M +$150K +1,536 +13%
PWMAG
1044
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M -$2.18K -22 -0.2%
CCM
1045
Conway Capital Management
California
$1.29M +$1.29M +13,044 New
AWM
1046
Ariadne Wealth Management
California
$1.29M – – –
DFA
1047
Davies Financial Advisors
California
$1.29M +$1.29M +12,961 New
PWG
1048
Private Wealth Group
Florida
$1.29M – – –
LJAC
1049
L.J. Altfest & Co
New York
$1.28M +$10.2K +103 +0.8%
LF
1050
Lee Financial
Texas
$1.27M +$116K +1,167 +10%
40 41
42
43 44